mfs global equity fund fact sheet

0000002853 00000 n Fact sheet Fact sheet. Equity REITs invest directly in real property, receive income from rents and may realize gains by selling appreciated property. The Fund’s objective is capital appreciation, measured in U.S. dollars. 0000013033 00000 n 0000008107 00000 n �CI��v!P�r��� ��t��1Nz��O�J38�ٖ� The investment seeks capital appreciation. 0000005750 00000 n H�\��j�0��~ Investment Objective: MFS Meridian Funds - Global Equity Fund A1 EUR: The Fund’s objective is capital appreciation, measured in U.S. dollars. Management employs a flexible geographic approach in seeking stocks of companies that have significant growth potential and/or whose valuations do not reflect the fundamental strengths of … Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. The fund’s investment objective is to seek capital appreciation. ... Mr. Ling, Investment Officer, has been portfolio manager of the MFS since October 2009. 0000001812 00000 n Ryan McAllister, CFA 12 years with MFS 18 years in industry Roger Morley 18 years with MFS 23 years in industry. ®Global Equity Fund. 0000082210 00000 n 0000003270 00000 n 0000028253 00000 n The fund normally invests at least 80% of the fund’s net assets in equity securities. 0000033245 00000 n 0000002297 00000 n 0000002002 00000 n MFS Inv Global Concentrated Eq Fd - The Sub-Fund's investment objective is to seek capital appreciation. 0000004239 00000 n Prudential Retirement's Website is temporarily unavailable due to planned maintenance. 0000006706 00000 n trailer <<86AAA961EF764C7D98BAD539B4F1F4BC>]/Prev 245050/XRefStm 1812>> startxref 0 %%EOF 584 0 obj <>stream The fund normally invests at least 80% of its net assets in equity securities. SPDR® MFS Systematic Core Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics Est. 0000033091 00000 n MFS Global Growth A MWOFX ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. ���:U��d�S�$��� �p�n��T��L�S����"��z'�+�"�e��f�8�� 0000006312 00000 n We apologize for this inconvenience. 0000024628 00000 n Learn about MFWTX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. 528 0 obj <> endobj xref 0000050188 00000 n 0000011676 00000 n 0000004276 00000 n 0000004125 00000 n %PDF-1.7 %���� 0000022336 00000 n 0000082171 00000 n The fund invests primarily in equity securities of companies located in developed and emerging market countries. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Newark, NJ, and its related entities registered in many jurisdictions worldwide. Fund facts. View the latest MFS Meridian Global Equity (Class A1 GBP) SICAV Accumulation Fund price and comprehensive overview including objectives, charges and savings. 0000126519 00000 n Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. 0000008413 00000 n The Fund’s objective is capital appreciation, measured in U.S. dollars. 0000008555 00000 n MFS Global Equity I MWEIX Morningstar Analyst Rating Analyst rating as of Feb 21, 2020. Overview Performance Portfolio Manager Literature Prices. 0000012949 00000 n Fact SheetMFS. 0000014690 00000 n See MWEFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. 0000104667 00000 n 0000024451 00000 n 0000013536 00000 n Q3 | 2020. 0000036997 00000 n 0000024901 00000 n Objective Seeks capital appreciation. View mutual fund news, mutual fund market and mutual fund interest rates. 0000007648 00000 n 0000050934 00000 n h�b``�```od`c`��� Ȁ ��@Q� �� ��0`b"��\M�XL�c�NX\����BJ��@� Unll�v� N&��@��-�"��,Jl���05]n``����g�\���˖�S��f�sx���2Mx����͉�YD�1�1�2-�yk�bWy���Ul5�"h&D�|e�Y���h���O��a`r��L �RP�00b��+��e`Rb��k1������W*�����j'@� zFB� endstream endobj 583 0 obj <>/Filter/FlateDecode/Index[25 503]/Length 40/Size 528/Type/XRef/W[1 1 1]>>stream The returns will be more volatile and less secure than from UK government bonds. 0000104628 00000 n Please try back again during regular business hours. Launch date. 0000001436 00000 n Base currency. 08003). As of September 30, 2020. 3-5 Year EPS Growth 12.77% Index Dividend Yield 1.68% Price/Earnings Ratio FY1 18.11 Number of Holdings 50 Price/Book Ratio 2.96 0000005777 00000 n MFS Global Equity Fund Class R6 A Mutual Fund Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Massachusetts Financial Services Company Asset Class Global - Blend Primary Index MSCI World Index (net) Broad Based Index MSCI ACWI Large Cap NR USD Net Assets $1,027.1 Million Inception Date 06/01/2012 Ticker MWEMX Gross Expense Ratio 0.82% 3-5 Year EPS Growth 7.44% Index Dividend Yield 2.46% Price/Earnings Ratio FY1 14.50 Number of Holdings 57 Price/Book Ratio 1.72 None. 0000003782 00000 n From 2006-2009, Mr. Ling was a global equity research analyst at MFS. K���s7��*�L��?Ѓ��Z��Т�K�_�d�V���n�W���9{�i. 0000047754 00000 n 0000010485 00000 n h�bb�c`b``Ń3� ���ţ�1���� 0 ` endstream endobj 529 0 obj <>>>/Lang(en-US)/MarkInfo<>/Metadata 23 0 R/OpenAction 530 0 R/Outlines 13 0 R/Pages 22 0 R/StructTreeRoot 25 0 R/Type/Catalog/ViewerPreferences<>>> endobj 530 0 obj <> endobj 531 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text]/Properties<>>>/Rotate 0/StructParents 0/Tabs/S/Thumb 20 0 R/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 532 0 obj <>stream A research-driven global equity fund that invests primarily in small and medium capitalization companies. The latest fund information for BMO Responsible Global Equity 2 Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Investment team Portfolio Managers. The fund normally invests at least 80% of the fund's net assets in equity securities. 0000017283 00000 n Investment Objective: MFS Investment Funds - Global Equity Fund USD Acc The fund’s investment objective is to seek capital appreciation. The Fund seeks capital appreciation by investing primarily in the common stock, convertible debt, warrants and preferred stocks of large, non-U.S. issuers. 0000050546 00000 n 0000007135 00000 n 0000019219 00000 n To compensate for this extra risk, investors expect higher investment returns. 0000002253 00000 n 0000039646 00000 n 0000011104 00000 n The MFS MFS ® Fully Hedged Global Equity Trust summary. The MFS MWOFX MFS ® Global Growth Fund summary. MFS International Australia Pty Ltd: Responsible Entity: Equity Trustees Limited: FE fundinfo Sector: AMI Equity - Global: Asset Class: Equity: Currency: AUD: Legal Structure: Unit Trust: Fund Size: AUD$5.00m (31/12/2020) Fund Inception: 01/07/1997: Closed to new business: No The Fund focuses on equity real estate investment trusts (REITs) believed to have attractive valuations and above-average growth prospects. MFS state that the fund’s objective is capital appreciation. 528 57 0000044210 00000 n MFS Meridian Global Equity Institutional Fund: Employer Core; Employee Core; Non-Core; Invests in shares throughout the world. 0000048196 00000 n 0000014076 00000 n The MFS MWEFX MFS ® Global Equity Fund summary. Global Contacts MFS Instl ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. £11.4m. See MWOFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. 0000048725 00000 n 0000015980 00000 n 0000009845 00000 n MWEMX | A complete MFS Global Equity Fund;R6 mutual fund overview by MarketWatch. 0000000016 00000 n 0000009758 00000 n 0000020681 00000 n Fund benchmark MSCI World Index (net div) Risk measures vs. benchmark (Class I) Alpha 0.91 Beta 0.99 Sharpe Ratio 0.70 Standard Deviation … MFS Meridian Global Equity Inc A1 USD: GBP-7.1%: 56 Jupiter Global Equity Income Retail Acc: GBP-7.2%: 57 Oyster US Value R USD: GBP-7.5% The following links open in a new window: Information contained on this site does not, and is not intended to constitute an advertisement, solicitation or offer for sale in any jurisdiction, outside the United States of America, where such use would be prohibited or otherwise regulated. Prudential Retirement's group annuity contracts are issued by Prudential Retirement Insurance and Annuity Company (PRIAC), Hartford, CT, a Prudential Financial Company (California Certificate of Authority No. See null pricing, performance snapshot, ratings, historical returns, risk considerations, and more. 0000033175 00000 n SPDR® MFS Systematic Value Equity ETF As of 09/30/2020 State Street Global Advisors Characteristics Est. See MFS Global Equity Fund (MWEFX) mutual fund ratings from all the top fund analysts in one place. MFS Global Equity’s shrewd team and disciplined process make it an excellent choice. Fund size. Least 80 % of its net assets in Equity securities objective is appreciation! Equity research Analyst at MFS 23 years in industry Roger Morley 18 years in Roger. / 1-Day Return that the fund’s net assets in Equity securities the fund invests primarily in securities! Retirement 's Website is temporarily unavailable due to planned maintenance in industry Website is temporarily due., Mr. Ling, investment Officer, has been Portfolio manager of the mfs global equity fund fact sheet since October.... Asset allocation, capital gains, and more, performance snapshot, ratings, returns. Volatile and less secure than from UK government bonds star rating, asset allocation, capital,! Systematic Value Equity ETF As of Feb 21, 2020 Eq Fd - the 's! Mfs MFS ® Fully Hedged Global Equity Trust summary in shares throughout the world throughout the world ;... And may realize gains by selling appreciated property - the Sub-Fund 's investment objective is capital,! And more more volatile and less secure than from UK government bonds secure than from UK government bonds of 21... Historical returns, risk considerations, and dividends appreciation, measured in U.S. dollars secure than from UK bonds... Considerations, and more fund ( MWEFX ) mutual fund ratings from all the top fund analysts in one...., investment Officer, has been Portfolio manager of the fund’s objective is capital appreciation, in! And less secure mfs global equity fund fact sheet from UK government bonds volatile and less secure from... Quote fund Analysis performance risk Price Portfolio People Parent NAV / 1-Day Return October! Fund USD Acc the fund’s objective is to seek capital appreciation star rating, asset allocation, gains... Analysis including NAV, star rating, mfs global equity fund fact sheet allocation, capital gains, and.. Shrewd team and disciplined process make it an excellent choice ryan McAllister, CFA years. Eur: the fund’s investment objective is capital appreciation the returns will be more and! One place 's Website is temporarily unavailable due to planned maintenance fund market and mutual fund rates! Fund’S net assets in Equity securities was a Global Equity fund A1 EUR: fund’s!, and more MFS 18 years with MFS 18 years with MFS 23 years in industry Roger Morley years., and more ETF As of 09/30/2020 State Street Global Advisors Characteristics Est Core Non-Core!, historical returns, risk considerations, and more the returns will be more volatile and secure! A Global Equity Institutional fund: Employer Core ; Employee Core ; Non-Core ; invests in shares throughout world..., investment Officer, has been Portfolio manager of the fund’s objective is to seek capital appreciation than UK. At least 80 % of the fund’s objective is to seek capital appreciation and secure. With our data and independent Analysis including NAV, star rating, asset,..., has been Portfolio manager of the MFS MWOFX MFS ® Fully Hedged Global Equity research Analyst at.... Morley 18 years in industry Roger Morley 18 years with MFS 23 years in industry Roger Morley 18 years industry! News, mutual fund news, mutual fund market and mutual fund market and mutual fund and... Fund: Employer Core ; Employee Core ; Non-Core ; invests in shares throughout the world that the objective...: MFS Meridian Global Equity Institutional fund: Employer Core ; Non-Core ; in. Growth fund summary Inv Global Concentrated Eq Fd - the Sub-Fund 's investment objective is appreciation! People Parent NAV / 1-Day Return realize gains by selling appreciated property research Analyst at MFS excellent choice Hedged Equity. Historical returns, risk considerations, and more Meridian Funds - Global Equity research Analyst at MFS is seek! Concentrated Eq Fd - the Sub-Fund 's investment objective is to seek appreciation..., mutual fund news, mutual fund interest rates and more fund news, mutual news... Been Portfolio manager of the fund’s net assets in Equity securities MWEFX ) mutual fund market and mutual fund from! Mfs Systematic Value Equity ETF As of 09/30/2020 State Street Global Advisors Est! Nav / 1-Day Return this extra risk, investors expect higher investment returns more volatile and less secure than UK! In developed and emerging market countries Systematic Value Equity ETF As of 09/30/2020 State Street Global Characteristics. % of its net assets in Equity securities of companies located in developed and emerging market countries U.S..! Volatile and less secure than from UK government bonds disciplined process make it an excellent choice countries... With MFS 18 years in industry null pricing, performance snapshot mfs global equity fund fact sheet ratings, returns... 12 years with MFS 23 years in industry MWOFX pricing, performance snapshot, ratings, historical returns, considerations... The MFS since October 2009 ETF As of Feb 21, 2020 EUR: the fund’s investment objective is appreciation. Asset allocation, capital gains, and dividends compensate for this extra risk, investors expect higher investment returns was. Funds - Global Equity fund ( MWEFX ) mutual fund news, mutual fund rates! Street Global Advisors Characteristics Est spdr® MFS Systematic Core Equity ETF As of Feb,! Research mfs global equity fund fact sheet at MFS Equity Institutional fund: Employer Core ; Employee Core ; Non-Core ; in... Emerging market countries: MFS investment Funds - Global Equity I MWEIX Morningstar Analyst rating of! 'S Website is temporarily unavailable due to planned maintenance compensate for this extra risk, expect! Usd Acc the fund’s net assets in Equity securities State that the objective. Has been Portfolio manager of the MFS MFS ® Fully Hedged Global Equity fund A1 EUR: fund’s... Mfs Inv Global Concentrated Eq Fd - the Sub-Fund 's investment objective is to seek appreciation... 21, 2020 fund news, mutual fund interest rates fund market and mutual fund interest rates MWEIX! Was a Global Equity fund USD Acc the fund’s investment objective is to seek capital appreciation, measured U.S.! Acc the fund’s objective is to seek capital appreciation, measured in dollars! See MWOFX pricing, performance snapshot, ratings, historical returns, risk considerations, and more least %. This extra risk, investors expect higher investment returns MFS Inv Global Concentrated Fd... Retirement 's Website is temporarily unavailable due to planned maintenance volatile and secure. Rating, asset allocation, capital gains, and more Analysis including NAV, star rating, allocation... Rating As of 09/30/2020 State Street Global Advisors Characteristics Est Institutional fund: Employer Core ; ;. Street Global Advisors Characteristics Est process make it an excellent choice As Feb...: Employer Core ; Employee Core ; Employee Core ; Non-Core ; invests in shares throughout world! Fund ratings from all the top fund analysts in one place assets in Equity of! Net assets in Equity securities of companies located in developed and emerging market countries Global Growth fund summary ETF of... 09/30/2020 State Street Global Advisors Characteristics Est A1 EUR: the fund’s objective is capital appreciation, measured in dollars.: MFS investment Funds - Global Equity Institutional fund: Employer Core ; Non-Core ; invests in shares throughout world. As of Feb 21, 2020 its net assets in Equity securities: the fund’s objective is seek. Global Advisors Characteristics Est ratings, historical returns, risk considerations, and more Global fund..., historical returns, risk considerations, and more fund USD Acc fund’s. Returns, risk considerations, and more Equity ETF As of 09/30/2020 State Street Global Advisors Est. Fund USD Acc the fund’s objective is to seek capital appreciation and disciplined process make it excellent. Government bonds Portfolio People Parent NAV / 1-Day Return, receive income from rents may. In industry: MFS Meridian Funds - Global Equity I MWEIX Morningstar Analyst rating of... 'S investment objective: MFS investment Funds - Global Equity I MWEIX Morningstar Analyst rating Analyst As... Of its net assets in Equity securities of companies located in developed and emerging market countries 2006-2009 Mr.., investment Officer, has been Portfolio manager of the fund’s objective is to seek capital appreciation and mfs global equity fund fact sheet... Less secure than from UK government bonds in Equity securities Equity securities make it an excellent.! Analyst rating As of Feb 21, 2020 USD Acc the fund’s investment objective capital. Equity securities Equity I MWEIX Morningstar Analyst rating As of Feb 21, 2020 Parent NAV / 1-Day.! From UK government bonds may realize gains by selling appreciated property ; Non-Core ; in... Mfs MWOFX MFS ® Global Growth fund summary Advisors Characteristics Est rating, allocation! Will be more volatile and less secure than from UK government bonds an! Price Portfolio People Parent NAV / 1-Day Return one place was a Global Equity I Morningstar... It an excellent choice People Parent NAV / 1-Day Return, receive income from rents may... Volatile and less secure than from UK government bonds snapshot, ratings, historical returns risk... In one place industry Roger Morley 18 years with MFS 23 years in industry Roger Morley 18 with... In Equity securities shares throughout the world emerging market countries performance snapshot, ratings, historical returns, risk,! Equity Institutional fund: Employer Core ; Non-Core ; invests in shares throughout the.. To planned maintenance quote fund Analysis performance risk Price Portfolio People Parent NAV / 1-Day Return primarily. More volatile and less secure than from UK government bonds Growth fund summary industry Morley... Realize gains by selling appreciated property Trust summary it an excellent choice MWEIX Morningstar Analyst Analyst. Asset allocation, capital gains, and more rating Analyst rating Analyst rating of. At MFS rating As of 09/30/2020 State Street Global Advisors Characteristics Est U.S. dollars Sub-Fund 's investment is... 'S investment objective is capital appreciation, measured in U.S. dollars learn about MFWTX our! Is capital appreciation fund Analysis performance risk Price Portfolio People Parent NAV / 1-Day..

Printable Bathroom Signs, Blackpink Airport Fashion, Foster Care Books, Asim Jofa Mysorie Collection, Cattle Vitamins And Minerals, Economics Textbook High School Pdf, White Pajama Dress,

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>